Florida, United States •
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About
I help organizations and audiences make financial wellness achievable, especially for people with disabilities and mental health conditions who are often left out of the conversation. With 25+ years of national leadership as an Accredited Financial Counselor (AFC®) and Certified Benefits Specialist, I lead interactive, evidence-based sessions that turn complex topics into practical, usable next steps. I’m based in the United States and blend lived experience with real-world results to help people understand SSI/SSDI work incentives, build clear financial roadmaps, and apply behavior change strategies that stick. A disability-focused initiative I led was highlighted in a U.S. Presidential budget briefing to Congress, reflecting the impact I aim for every time I speak.
Financial Wellness isn’t About the Number: The story we got backwards
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